February Client Bulletin
In our latest newsletter, read about how preparing a clear checklist can save you tax filing headaches, how to spot forgotten income sources, ideas for small businesses, and managing renters insurance.
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January Client Bulletin
January’s newsletter includes several tips to help you plan for tax filing season, save for retirement and improve your financial health in 2022.
July Client Bulletin
Included in this month’s newsletter are several ideas to help you reduce your tax bill.
Fraud During a Pandemic – How Scammers are Using Identity Theft to Claim Unemployment Benefits
In a widespread scam, identity thieves are filing fraudulent unemployment claims and collecting benefits using the personal information of victims. Read more about this in our latest blog post.
June Client Bulletin
This month’s newsletter details reasons why you should look for other sources of cash instead of tapping into your retirement funds, along with identifying potential tax surprises if you are using any of the pandemic-related relief programs.